GET A CLEAR PICTURE OF YOUR MONEY
WHAT IS MONEY OPTICS?
MONEY OPTICS is all about helping you improve your view of money and give you the knowledge to effectively plan for your financial future.
It's all about YOU!
- YOU learning about the importance of gaining personal finance knowledge.
- YOU creating a personal finance plan to help you achieve your short and long term goals.
- YOU figuring out how to grow and manage your money according to your plan.
MONEY OPTICS' website is an aggregator of personal finance education and resources that will prove helpful in your personal finance journey.
PLEASE NOTE: MONEY OPTICS ONLY PROVIDES EDUCATIONAL INFORMATION. IT DOES NOT SELL, PROMOTE OR ENDORSE ANY FINANCIAL STRATEGIES, PRODUCTS, SPONSORS, SERVICE PROVIDERS OR PLATFORMS. IT IS NOT RESPONSIBLE FOR THE ACCURACY OF INFORMATION PROVIDED THROUGH LINKS TO THIRD PARTY SITES.
Why Money Optics?
Why Write About Money?
Why Write About Money?
Why Write About Money?
There's a lot of "noise" about investing on the Internet but less about saving, growing and managing your money. Once you've mastered "money management" and have accumulated an amount of discretionary funds you can then start to learn about the influences on your future investing decisions -- "the markets", "the Fed", "inflation factors" and "global economics", to name a few.
Money Optics was created as a source of knowledge and education on the topic of personal finance gathered from public sources to help you get a better understanding of how to make money work for you.
My Experience
Why Write About Money?
Why Write About Money?
As founder of Money Optics, I became "financially literate" after switching careers and taking a low paying job in the contact center of a large financial services company. In order to keep my low paying job I had to pass the Series 7 and 63 securities exams. Degree of difficulty? Second only to the Bar exam.
I had to learn everything about money, -- the financial markets, Federal and State regulatory rules, Government debt, corporate debt, all types of securities, asset allocation and so on. It was exhausting but I learned it and passed the exams with scores above industry average.
While studying for these exams I realized how uneducated I was about my money and I knew I wasn't alone.
This site has been in planning for a long time but the need for financial education is still there and I want to be able to share my experience to help all of us financially challenged individuals get a better view of our money.
It's Your Money
Why Write About Money?
It's Your Money
You've got to take an active role in saving, growing and managing your money, and your financial future.
Yes, there are "robo" tools that will do it for you but you've still got to have goals and a plan for "robo execution".
Or if you decide to engage a qualified financial professional to help you manage your money, you still have to have enough knowledge to perform your own due diligence on that individual, ask the right questions, understand the answers and make the effort to monitor activity and performance.
There are way too many stories of people from all walks of life who have entrusted their life savings to "professionals" only to realize years later that their money was mismanaged and lost forever.
Yes, it requires work on your part to create the financial future you want but that's okay, it's your money isn't it?
Contact Me
Questions?
I am a Certified Financial Education Instructor with over 15 years of experience in the financial services industry.
My primary role has been educating individuals, real estate, tax, legal, financial professionals and investment sponsors on various specialized segments of personal finance - self-directed IRA investing and alternative asset custody.
I want to continue educating and I'm a big fan of written communication in an effort to remove any misinterpretation of information provided.
Sandra
